Sync Property Groups with Your Team Channels
Your team creates a new Slack channel for a customer vertical, and Notis automatically creates a matching property group in Hubspot so your team can add custom fields and stay organized.
Trigger
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Action
Create a new property group
Creates a new, empty property group for a specified crm object type in hubspot, requiring a unique group name for that object type; properties must be added separately.
Why this helps
Your Hubspot property structure is chaotic because it doesn't match how your team organizes itself. Custom fields are scattered across object types, making it hard to find or manage what you need.
- Keep your CRM property structure aligned with team organization
- Set up property groups proactively before you need them
- Reduce scattered custom fields and improve findability
- Scale your CRM structure as your team grows
Setup
Build it in a few focused steps.
- 1Connect Slack and Hubspot to Notis.
- 2Create an automation: 'When a new Slack channel is created for a team or vertical, create a matching property group in Hubspot.'
- 3Notis listens for channels matching patterns like #vertical-* or #team-* depending on your convention.
- 4Test by creating a new channel like #vertical-healthcare and verify the property group appears in Hubspot.
- 5Your team can then add custom fields to the group as needed.
Questions about this workflow
What determines the property group name?
The Slack channel name. A channel called #team-sales creates a property group called 'Team Sales'.
Which object type does the property group apply to?
You specify this when setting up the automation (Contacts, Companies, Deals, etc.). Or create separate automations for different channels and object types.
Can I set up properties automatically in the group?
Currently, the automation creates the empty group. Your team adds properties manually, but this is fast now that the structure exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Hubspot. A trigger fires from one place; an action lands in another.
Slack triggers
Hubspot actions
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Reaction Removed Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_REMOVED` instead. Triggered when a reaction is removed from a message.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
New Bot Message Received Trigger
DEPRECATED: use `SLACK_CHANNEL_MESSAGE_RECEIVED` with `is_bot_message=true` instead. Triggered when a new bot message is posted to a Slack channel.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
Do this · Action
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